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How to Edit the Date of a Received Payment

Objective:

  • Need to update the date a payment was received
  • Change transaction date
  • Edit date of the transaction in the operating account
  • Update payment received date
  • Edit Bill payment

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. View the Bill
  2. Click on the Client of the Bill
  3. Select the Transactions sub tab
  4. Select your Operating Account
  5. Locate the Transactions with the incorrect date
  6. Click Edit
  7. Change date
  8. Save

 

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